Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | WisdomTree Bianco Total Return Fund · WTBN diff. adviser | 14% | 0.60% | WisdomTree Asset Management, Inc. |
| 2 | FlexShares Core Select Bond Fund · BNDC cheaper | 13% | 0.35% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | ETC Cabana Target Beta ETF · TDSB diff. adviser | 10% | 0.91% | Exchange Traded Concepts, LLC |
| 4 | Brookstone Intermediate Bond ETF diff. adviser | 10% | 1.03% | Brookstone Asset Management, LLC |
| 5 | IDX Dynamic Fixed Income ETF · DYFI diff. adviser | 10% | 1.13% | IDX Advisors, LLC |
| 6 | Global Atlantic Balanced Managed Risk Portfolio diff. adviser | 9% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 7 | Monarch Ambassador Income ETF · MAMB diff. adviser | 8% | 1.26% | Kingsview Wealth Management LLC |
| 8 | Quantified Managed Income Fund · QBDSX, QBDAX | 8% | 1.60% | — |
| 9 | Global Atlantic Moderate Managed Risk Portfolio diff. adviser | 8% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 10 | Global Atlantic BlackRock Selects Managed Risk Portfolio diff. adviser | 7% | 1.22% | Global Atlantic Investment Advisors, LLC |
| 11 | GMO Dynamic Allocation ETF · GMOD | 7% | 0.50% | — |
| 12 | ClearShares OCIO ETF · OCIO diff. adviser | 7% | 0.65% | ClearShares LLC |
| 13 | Strategic Advisers Short Duration Fund · FAUDX cheaper diff. adviser | 7% | 0.20% | Strategic Advisers LLC |
| 14 | SA Fixed Income Intermediate Index Portfolio cheaper diff. adviser | 6% | 0.34% | SunAmerica Asset Management, LLC |
| 15 | Kingsbarn Tactical Bond ETF · KDRN diff. adviser | 6% | 0.62% | Kingsbarn Capital Management, LLC |
| 16 | The Brinsmere Fund - Conservative ETF · TBFC cheaper | 6% | 0.44% | — |
| 17 | Ocean Park Tactical Core Income Fund · SSIZX, SSICX, SSIIX, SSIRX diff. adviser | 6% | 1.45% | Ocean Park Asset Management, LLC |
| 18 | High Yield Fixed Income Fund · NHFIX | 5% | 0.61% | NORTHERN TRUST INVESTMENTS, INC. |
| 19 | Atac Credit Rotation ETF · JOJO diff. adviser | 5% | 1.24% | Tidal Investments LLC |
| 20 | Horizon Tactical Fixed Income Fund · HTFIX, HTFNX, HTFAX diff. adviser | 5% | 1.12% | HORIZON INVESTMENTS LLC. |
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